An Innovative Document
Management System that Enables You to Store and
Retrieve Electronic Documents Quickly and Easily on
Your Computer
Eliminate bulky paper files and cumbersome file cabinets!
FileCabinet Solution helps you easily organize, store and
retrieve all your electronic documents—including financial
reports, source documents, workpapers, invoices, and just
about anything you would store in a paper file— in a
structured file folder system on your computer for easy
storage, quick reference, and retrieval.
You can access any file with a few keystrokes, or mouse
clicks, instead of searching through volumes of paper files.
At a moment’s notice, you can fax or email files to clients,
banks, and others without leaving your desk.
Efficiently store virtually any document including
Creative Solutions software files, most Windows ® based
files, and scanned images of source documents.
Gain instant access to your clients’ files and
information so you no longer have to search through
multiple paper files.
Quickly and easily email copies
of files to clients, banks, and others— right from your
computer without having to take the time to photocopy,
mail, or manually fax.
Eliminate bulky file cabinets or off-site storage
facilities because all your files will be stored easily
and economically on your hard drive, network, or other
storage medium— such as on a network, Zip ® disk, or CD.
Quickly scan images of source documents into
FileCabinet Solution by placing your document on your
scanner (any TWAIN compliant scanner will work) and
pressing the scan button on the tool bar.
Make automatic data backups of your UltraTax, UltraTax
Planner, Creative Solutions Accounting, and Depreciation
Solution files.
Save money on paper, toner, storage, and postage
costs.
Embed files, such as Word ® documents or Excel ®
spreadsheets, so you can make edits to these files from
within FileCabinet Solution.
Provide your clients with 24/7 access to any document
you want to make available to them through private portals
on your firm’s website—part of Creative Solutions’
NetClient.
Keep track of personal notes concerning your clients,
and activity in your client files using the Client Notes
and Event History features.
